Locate the Right Sheet Before Reporting
Find a reporting workbook by name or content to cut down on hunting through Drive.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Spreadsheets
Search for google spreadsheets using various filters including name, content, date ranges, and more.
Why this helps
Reporting gets delayed when the team has to search manually for the right workbook each time.
- Locate the intended workbook using search criteria.
- Reduce manual file hunting before reporting.
- Use returned spreadsheet details to guide the next reporting step.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Google Sheets once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the workbook finder.
- 3Ask Notis to search spreadsheets for the compliance reporting workbook using a distinctive name or content clue.
- 4Pick a recurring schedule, choose where run reports should go, and test with one real example.
Questions about this workflow
Does this create the workbook if it is missing?
No. This workflow searches existing spreadsheets. Ask Notis to report when no matching workbook is found.
How specific should the search be?
Use a distinctive title or content clue so the result is easier to identify.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Google Sheets. A trigger fires from one place; an action lands in another.
21risk triggers
Google Sheets actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Sheet to Spreadsheet
Adds a new sheet (worksheet) to a spreadsheet. use this tool to create a new tab within an existing google sheet, optionally specifying its title, index, size, and other properties.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Aggregate Column Data
Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.
Append Dimension
Tool to append new rows or columns to a sheet, increasing its size. use when you need to add empty rows or columns to an existing sheet.
Batch get spreadsheet
Retrieves data from specified cell ranges in a google spreadsheet; ensure the spreadsheet has at least one worksheet and any explicitly referenced sheet names in ranges exist.
Batch update spreadsheet
Updates a specified range in a google sheet with given values, or appends them as new rows if `first cell location` is omitted; ensure the target sheet exists and the spreadsheet contains at least one worksheet.
Batch Update Values by Data Filter
Tool to update values in ranges matching data filters. use when you need to update specific data in a google sheet based on criteria rather than fixed cell ranges.
Clear Basic Filter
Tool to clear the basic filter from a sheet. use when you need to remove an existing basic filter from a specific sheet within a google spreadsheet.
Clear spreadsheet values
Clears cell content (preserving formatting and notes) from a specified a1 notation range in a google spreadsheet; the range must correspond to an existing sheet and cells.
Connect any two apps with Notis in the middle.
21risk and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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